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Spire Wealth Management’s WEC Energy WEC Stock Holding History

Spire Wealth Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.2K Sell
352
-3,153
-90% -$360K ﹤0.01% 1227
2026
Q1 		$406K Buy
3,505
+3,087
+739% +$347K 0.01% 592
2025
Q4 		$44.1K Sell
418
-5
-1% -$554 ﹤0.01% 1219
2025
Q3 		$48.5K Sell
423
-2
-0.5% -$217 ﹤0.01% 1249
2025
Q2 		$44.3K Sell
425
-50
-11% -$5.32K ﹤0.01% 1248
2025
Q1 		$51.7K Buy
475
+45
+10% +$4.6K ﹤0.01% 1268
2024
Q4 		$40.4K Buy
430
+28
+7% +$2.71K ﹤0.01% 1356
2024
Q3 		$38.6K Sell
402
-280
-41% -$24.8K ﹤0.01% 1211
2024
Q2 		$53.5K Buy
682
+107
+19% +$8.69K ﹤0.01% 1094
2024
Q1 		$47.2K Sell
575
-1,205
-68% -$96.9K ﹤0.01% 1237
2023
Q4 		$142K Sell
1,780
-100
-5% -$8.23K ﹤0.01% 883
2023
Q3 		$151K Buy
1,880
+23
+1% +$2K 0.01% 803
2023
Q2 		$164K Buy
1,857
+3
+0.2% +$277 0.01% 786
2023
Q1 		$176K Buy
1,854
+349
+23% +$32.3K 0.01% 772
2022
Q4 		$141K Buy
1,505
+273
+22% +$25.2K 0.01% 639
2022
Q3 		$110K Sell
1,232
-563
-31% -$57.5K 0.01% 680
2022
Q2 		$181K Sell
1,795
-2,248
-56% -$228K 0.01% 805
2022
Q1 		$404K Sell
4,043
-3,536
-47% -$334K 0.01% 633
2021
Q4 		$736K Buy
7,579
+223
+3% +$20.4K 0.02% 574
2021
Q3 		$649K Sell
7,356
-19
-0.3% -$1.78K 0.02% 526
2021
Q2 		$656K Sell
7,375
-2,051
-22% -$193K 0.02% 539
2021
Q1 		$881K Buy
+9,426
New +$822K 0.02% 483

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spire Wealth Management's WEC Position: Q2 2026 in Review

Spire Wealth Management reduced its WEC Energy (WEC) stake by 90% in Q2 2026, selling an estimated $360K and leaving 352 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Spire Wealth Management first reported a position in WEC in Q1 2021 and has held it in 22 quarters since. The position peaked at $881K in Q1 2021. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Spire Wealth Management held 352 shares of WEC Energy worth $41.2K as of Q2 2026.
  • Spire Wealth Management sold 3,153 WEC Energy shares in Q2 2026, an estimated $360K.
  • WEC Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1227 holding.
  • Spire Wealth Management first reported a position in WEC Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's WEC Energy position peaked at $881K in Q1 2021.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.